Here’s my exact process for requesting professional clearance

(and how to scrap the awkwardness 👀)

Good morning poddies!

I was recently asked how do you request professional clearance?

& so I’ve just dropped a brand new guide that’s going to save you time, streamline your processes, and help you impress new clients.

✨ Requesting professional clearance — copy my blueprint

When taking on a new client, requesting professional clearance from their previous accountant is a crucial (and sometimes awkward!) step. This guide takes the stress out of the process.

Step-by-step instructions

A ready-to-send email template
A polished, professional approach to onboarding

Whether you’re new to running your own practice or just want to tighten up your systems, this one’s for you.

Let me know what you think — my inbox is always open!

Rach x